William Freeman is a financial advisor at QTR Family Wealth, LLC with six years of industry experience. He holds the Series 63 and Series 66 designations and has worked at firms including Merrill, Bank of America, and Metric Financial. QTR Family Wealth, LLC serves high-net-worth individuals, families, trusts, estates, and small businesses by providing comprehensive wealth management, portfolio management, retirement plan advisory, and business consulting services. The firm manages approximately $582.8 million in discretionary client assets across about 171 client relationships and employs a manager-of-managers approach with both discretionary and non-discretionary programs.

Ronald Tamayo is a CFP® professional with 26 years of industry experience. He has been with Moisand Fitzgerald Tamayo, LLC since 1998. Outside of financial advising, he is a partial owner of two motorsports-related businesses that organize and participate in performance driving events. Moisand Fitzgerald Tamayo is a fee-only, independent investment advisory firm serving individuals, families, trusts, estates, and retirement plan sponsors. The firm emphasizes evidence-based, long-term investing with a focus on low-cost mutual funds, ETFs, and investment-grade fixed income, and offers integrated tax and business consulting services.

Nicholas Maratta is a CFP® with 25 years of industry experience. He has been with Occidental Asset Management, LLC since 2016 and previously worked at Scottrade, Inc. for 27 years. Occidental Asset Management, LLC is an independent registered investment adviser managing over $1 billion for primarily high-net-worth individuals and institutional separately managed accounts. The firm offers discretionary and non-discretionary portfolio management, wealth management, and financial planning, using a combination of fundamental, technical, and cyclical analysis tailored to clients’ objectives and risk tolerances.

Chad Safier is a financial advisor at Oxford Wealth Group, LLC in Orlando, FL, with nine years of industry experience and a Series 66 designation. He previously worked at LPL Financial LLC, Bank of America, Merrill, and Edward Jones. Oxford Wealth Group provides investment advisory and financial planning services to individuals, retirement plans, corporations, trusts, and estates. The firm uses a goals-based approach with model portfolios overseen by financial professionals and implemented by third-party sub-advisers, serving as a fiduciary for applicable retirement accounts.

Daniel Trindade is a financial advisor at Blacktower Financial Management (US) LLC with one year of industry experience. He holds a Series 65 designation and has held roles at several firms, including Titan Wealth International, where he serves as Private Wealth Director, and Beacon Global Advisor Network, LLC. Blacktower Financial Management (US) LLC provides financial planning and investment advisory services primarily to UK expatriates residing in the United States, as well as U.S. persons and U.S.-connected individuals with retirement assets. The firm specializes in UK pension transfers and offers portfolio management, financial planning, and retirement-plan consulting.

Andrew Hicks is a financial advisor at Occidental Asset Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Occidental, he worked at New York Life Insurance Company and NYLIFE Securities LLC, and he has a background that includes roles in legal services and academia. Occidental Asset Management serves high-net-worth individuals and institutional clients with wealth management, financial planning, and portfolio management. The firm employs a range of analytical methods and technologies to tailor investment strategies according to client objectives and risk tolerance.

Andrew Philpott is a financial advisor at AllGen Financial Advisors, Inc. in Orlando, FL, holding a Series 65 designation. He joined the firm in 2024 and has prior experience working at Publix and in educational roles at the University of Central Florida and Valencia College. AllGen Financial Advisors is a team of ten advisors managing approximately $392.5 million for about 981 clients, primarily individual and high-net-worth households. The firm employs a core-satellite asset allocation approach guided by Modern Portfolio Theory and offers discretionary portfolio management, financial planning, and consulting services.

Sharon Hooper is a financial advisor at Summit Wealth Partners, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Summit Wealth Partners since 2020, following six years at ARGI Investment Services. She is also involved with Summit Asset Protection Group, an affiliated firm that provides insurance products. Summit Wealth Partners is an SEC-registered advisory firm serving individuals, including high-net-worth clients, and various legal entities with wealth management, investment advice, and pension consulting services. The firm manages approximately $629.7 million in assets and employs a diversified, asset-class oriented investment approach using pooled vehicles, strategic asset allocation, and periodic rebalancing based on academic models.

Michael Frustaci is an investment advisor with International Assets Investment Management, LLC, holding Series 63 and Series 66 credentials and 16 years of industry experience. He has worked at International Assets Investment Management since 2017 and Global Assets Advisory, LLC since 2019. He is also the managing member of Palladium Wealth Advisors, LLC, a private label entity for financial business. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, corporations, and other business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party wrap and manager programs, focusing on customized, long-term portfolio construction through a national network of independent investment adviser representatives.

Aaron Bert is a CFP® professional with 17 years of industry experience, currently serving at Certified Advisory Corp. He has held roles at multiple financial firms, including Maitland Securities, Transam Securities, and Certified Financial Group, where he also serves as President. Bert is President of Certified Insurance Corp in addition to his advisory duties. Certified Advisory Corp offers investment advisory and financial planning services to a diverse client base including individual investors, retirement accounts, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm employs an individualized, goal-driven investment approach and emphasizes plan-level consulting, participant education, and systematic reporting, using both traditional custodians and digital advisory platforms.

Domonic Mustafa is a financial advisor with Hoxton Wealth, holding a Series 65 credential and approximately eight years of industry experience across various firms. His prior roles include positions at Selby Jennings, Pinpoint Partners, and Infinity Financial Solutions, where he also serves as a consultant focusing on investment management and specialized planning. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm employs risk-based model portfolios using passive ETFs and blends, offering services such as pension transfer advisory for UK pension holders considering Self-Invested Personal Pensions (SIPPs).

Daniel Thill is a financial advisor with Capital Analysts in Orlando, FL, holding a Series 63 designation and 36 years of industry experience. He has worked with Lincoln Investment since 2012 and has been with Capital Analysts Inc. since 2006, alongside a long tenure at Lincoln Financial Advisors Corporation dating back to 1998. Thill serves on the board of the International Succession Planning Association and is an employee and partner at The Rawls Company, a business succession planning firm. Capital Analysts serves a broad client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team, delivering custom portfolios, third-party manager access, and ERISA retirement plan advisory services.

Ethan Jones is a Series 65 licensed financial advisor at NorthCoast Asset Management LLC with one year of industry experience. He has previously worked at Kovitz Investment Group Partners, GW&K Investment Management, Charles Schwab, the University of North Florida, and Flagler College. NorthCoast Asset Management provides discretionary portfolio management and financial planning to individuals, institutional clients, and intermediaries. The firm employs a quantitatively based, systematic investment approach using proprietary models to govern portfolio construction and trading, offering a range of strategies including equity, fixed income, options overlays, and alternative interval funds.

Christopher Toadvine is a CFP® with 28 years of industry experience, currently serving as an advisor at Certified Advisory Corp since 2019. His prior roles include positions at Stonebridge Financial Planning Group, Triad Advisors LLC, EF Legacy Securities, LLC, and Edelman Financial Services LLC. He serves as a board member of the Financial Planning Association of Central Florida, where he provides pro-bono financial advice through an annual call-in program. Certified Advisory Corp offers investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and government clients. The firm employs a tailored investment approach that incorporates fundamental and technical analysis, Modern Portfolio Theory, and automated rebalancing through platforms like Betterment, managing approximately $3.04 billion in discretionary assets.

Hunter Reddick is a financial advisor with Regal Investment Advisors LLC in Oviedo, FL, holding a Series 65 credential and beginning his industry career in 2024. He has held roles at Regulus Financial Group, Brick Wealth Management, Brick Retirement Group, and Red Brick Insurance. Outside of advisory work, he assists with financial services and insurance activities through Brick Wealth Management and Brick Retirement Group. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management to independent advisers and other registered firms, serving individual, charitable, and corporate clients through a range of proprietary and third-party model portfolios.

Jonathon Bithell is a financial advisor at Hoxton Wealth with a Series 65 credential and has been working in the industry since 2026. His prior experience includes roles at Family First Financial Services Limited and several Hoxton Wealth affiliates in the UK, as well as positions at Mattioli Woods, Schroders Personal Wealth, and St. James's Place. Hoxton Wealth provides personalized investment management and advisory services primarily to expatriates and clients with international pension assets. The firm focuses on risk-based model portfolios using passive ETFs and blends, operating mainly on a non-discretionary basis, and serves a diverse international client base.

Justin Spitler is a CFP® with 17 years of industry experience, currently serving as an advisor at Certified Advisory Corp. His prior work includes roles at Fortune Financial Services and Transam Securities, among others. He also supports another representative’s book of business as a para planner at Certified Advisory Corp. Certified Advisory Corp provides investment advisory and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, charitable organizations, corporations, and state and municipal government clients. The firm employs a tailored investment approach that aligns client goals with risk tolerance and liquidity needs, offering discretionary portfolio management alongside services such as pension consulting and tax preparation provided through affiliated CPAs.

Altug Dincturk is a CFA® charterholder with 20 years of industry experience. He has been with Madison Partners since 2026 and previously worked for Schwab Wealth Advisory Inc for 13 years. Madison Partners provides wealth management, discretionary portfolio management, and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm takes a customized, long-term approach to investing, utilizing ETFs, mutual funds, individual equities, fixed income, alternatives, and legacy positions, often implementing strategies through third-party sub-advisers and model portfolios.

Kristina Leuzzi is a financial advisor at International Assets Investment Management, LLC with two years of industry experience. She holds a Series 65 credential and has been associated with International Assets Advisory, LLC and Winn Partners Financial Group since 2015. Outside of her advisory role, she works as a freelance editor. International Assets Investment Management provides investment advisory services to individuals, high-net-worth clients, retirement plans, and business entities through a national network of independent representatives. The firm offers customized, long-term portfolio management using a variety of investment vehicles and may engage third-party managers or wrap programs to implement strategies.

Paul Molloy is a financial advisor with Hoxton Wealth, holding a Series 65 designation and four years of industry experience. He previously worked at St. James's Place Wealth Management from 2014 to 2021. He is also involved with Hoxton Capital Management FZE, which focuses on promoting financial investment opportunities in Dubai. Hoxton Wealth provides personalized investment management and advisory services, primarily serving expatriates and clients with international pension assets. The firm employs risk-based model portfolios using passive ETFs and actively managed funds, with an emphasis on non-discretionary management and regular portfolio reviews.